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Optimum Investment Advisors’s Healthcare Services Group HCSG Stock Holding History

Optimum Investment Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-130
Closed -$4K – 967
2019
Q1 		$4K Hold
130
– – ﹤0.01% 914
2018
Q4 		$5K Hold
130
– – ﹤0.01% 849
2018
Q3 		$5K Hold
130
– – ﹤0.01% 919
2018
Q2 		$6K Hold
130
– – ﹤0.01% 914
2018
Q1 		$6K Buy
+130
New +$6.36K ﹤0.01% 877

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's HCSG Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Healthcare Services Group (HCSG) in Q2 2019, closing a stake of 130 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in HCSG in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q2 2018. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Healthcare Services Group position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 130 Healthcare Services Group shares in Q2 2019, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Healthcare Services Group in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's Healthcare Services Group position peaked at $6K in Q2 2018.
  • 275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.